Joseph DanteCRD Number: 5553891
Current Firm: Edward Jones
Joseph Dante (CRD# 5553891) is an Investment Advisor Representative working at Edward Jones in Lewiston, NY and has over 6 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Edward Jones||St. Louis, MO||Apr 2011 - Current||7|
|Warren Sunrooms||North Tonawanda, NY||Aug 2009 - Apr 2011||1|
|J P Turner & Company LLC||Buffalo,, NY||Jun 2008 - Apr 2011||2|
|Wells Fargo Financial||Williamsville, NY||Jan 2009 - Jul 2009||< 1|
|M & T Bank||New York, NY||Jan 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY